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Berkshire Asset Management’s Truist Financial TFC Stock Holding History

Berkshire Asset Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,977
Closed -$349K – 304
2024
Q3 		$349K Hold
8,977
– – 0.02% 217
2024
Q2 		$349K Buy
+8,977
New +$339K 0.02% 217
2023
Q3 		– Sell
-9,689
Closed -$294K – 231
2023
Q2 		$294K Sell
9,689
-523
-5% -$16.2K 0.02% 198
2023
Q1 		$348K Buy
+10,212
New +$446K 0.02% 168
2022
Q4 		– Sell
-8,706
Closed -$379K – 204
2022
Q3 		$379K Sell
8,706
-51
-0.6% -$2.45K 0.03% 152
2022
Q2 		$415K Buy
8,757
+14
+0.2% +$690 0.03% 156
2022
Q1 		$496K Buy
8,743
+3,000
+52% +$185K 0.03% 138
2021
Q4 		$336K Buy
5,743
+1,587
+38% +$97K 0.02% 193
2021
Q3 		$244K Buy
4,156
+58
+1% +$3.24K 0.02% 214
2021
Q2 		$227K Sell
4,098
-432
-10% -$25.4K 0.02% 217
2021
Q1 		$264K Sell
4,530
-99
-2% -$5.43K 0.02% 201
2020
Q4 		$222K Buy
+4,629
New +$210K 0.02% 205
2018
Q2 		– Sell
-3,857
Closed -$201K – 219
2018
Q1 		$201K Buy
+3,857
New +$208K 0.02% 202

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Asset Management's TFC Position: Q4 2024 in Review

Berkshire Asset Management sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 8,977 shares — an estimated $349K sold.

Berkshire Asset Management first reported a position in TFC in Q1 2018 and held it in 13 quarters. The position peaked at $496K in Q1 2022. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Berkshire Asset Management reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Berkshire Asset Management sold 8,977 Truist Financial shares in Q4 2024, an estimated $349K.
  • Berkshire Asset Management first reported a position in Truist Financial in Q1 2018 and held it in 13 quarters.
  • Berkshire Asset Management's Truist Financial position peaked at $496K in Q1 2022.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Berkshire Asset Management's 13F filing for Q4 2024, filed 7 Feb 2025.